What Are Wall Street Analysts' Target Price for C.H. Robinson Stock?

With a market cap of $15.6 billion, C.H. Robinson Worldwide, Inc. (CHRW) is a global logistics and supply chain company with more than a century of experience, leveraging its Lean AI technology and human expertise to optimize the movement of goods worldwide. Serving 75,000 customers and 450,000 contract carriers, the company manages approximately 37 million shipments annually, representing $23 billion in freight, and provides comprehensive transportation solutions across truckload, less-than-truckload, ocean, and air services.

Shares of the Eden Prairie, Minnesota-based company have underperformed the broader market over the past 52 weeks. CHRW stock has fallen 12.2% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 10.8%. Moreover, shares of the company are down 16.4% on a YTD basis, compared to SPX’s 10.9% gain.

Focusing more closely, shares of the trucking company have lagged behind the State Street Industrial Select Sector SPDR ETF’s (XLI) 9.8% return over the past 52 weeks. 

C.H. Robinson’s shares tumbled 11.1% on Oct. 28, despite strong Q3 2026 results, as investors were concerned about weaker cash flow generation, with cash from operations plunging $151.3 million to $124.1 million, primarily due to a $246.4 million deterioration in working-capital movements amid higher transportation rates. Additional pressure came from rising operating costs, including a 29.7% increase in other SG&A expenses to $176.3 million, driven by higher claims expenses and a $2.1 million impairment charge on its Kansas City regional center lease, while interest expense increased $4.7 million year-over-year to $20.4 million due to higher average debt. 

Investors also weighed weaker performance in certain businesses, including a 5.1% decline in Robinson Fresh adjusted gross profit to $38.1 million and a 12.9% drop in customs adjusted gross profit, alongside concerns about the financial impact of integrating RXO, despite adjusted EPS rising 28.6% to $1.80 and operating income increasing 23.1% to $271.8 million.

For the fiscal year ending in December 2026, analysts expect C.H. Robinson’s adjusted EPS to grow nearly 25% year-over-year to $6.36. The company's earnings surprise history is promising. It topped the consensus estimates in each of the last four quarters.

Among the 24 analysts covering the stock, the consensus rating is a “Strong Buy.” That’s based on 17 “Strong Buy” ratings, one “Moderate Buy,” and six “Holds.”  

This configuration has remained unchanged over the past three months.

On Oct. 29, BofA cut its price target on C.H. Robinson to $185 while maintaining a “Buy” rating.

The mean price target of $180.04 represents a nearly 34% premium to CHRW’s current price levels. The Street-high price target of $235 suggests a 74.9% potential upside. 

On the date of publication, Sohini Mondal did not directly have a position in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.